Skip to main content

Assign a role to a user

Task
Module
Administration
Menu path
Yönetim › Kullanıcı ve Roller › Kullanıcılar (Administration › Users and Roles › Users)
Screen route
/users
Required permission
users.edit
Prerequisites
  • The user is active (a disabled account cannot be edited).
  • roles.view for the role list.

Steps​

  1. On the Yönetim › Kullanıcı ve Roller › Kullanıcılar (Administration › Users and Roles › Users) screen, find the user with the Ara (Search) box.
    Open screen/usersValue: temsilcisi
  2. Select Kullanıcıyı Düzenle (Edit User) from the row's İşlemler (Actions) menu.
    ClickKullanıcıyı Düzenle
    User row Actions menu
    1. 1Name, phone, roles and org unit
    2. 2Personal permissions on top of roles
    3. 3Narrows rights to warehouses and work centers
    4. 4Reset link or manual password
    5. 5Disables the account — record is kept
  3. Switch to the Roller (Roles) tab. Check the role you want to assign and uncheck the one you want to remove. The tab name shows the number of selected roles.
    CheckRollerValue: Demo — Satış Temsilcisi
    Edit User
    1. 1Roles — add or remove roles
    2. 2Account and login lock status
    3. 3Save — disabled when nothing changed
  4. If a Görevler ayrılığı uyarısı (Segregation of duties warning) appears, read the conflicting roles and the reason. The warning does not block saving; if you are assigning the role knowingly, continue.
    VerifyGörevler ayrılığı uyarısı
    Segregation of duties warning
    1. 1Conflicting roles and why — saving is not blocked
  5. If the person's unit changes, select the new unit on the Organizasyon Birimi (Organizational Unit) tab.
    OpenOrganizasyon Birimi
  6. Click Kaydet (Save; the button is disabled if there are no changes).
    ClickKaydetExpected: The window closes; the Roller (Roles) column in the list is updated
Result
The user's permissions are calculated according to the new roles on their next request; signing in again is not required. For checks that look at the role name, such as approval steps and document history, the user should refresh the page.

What you need to know​

  • Effective permissions = the user's roles ∪ the roles of their unit ∪ their extra permissions. Roles that come from the unit do not appear on this tab; see Organization chart.
  • A role cannot be removed from the last active account that holds the Yönetici (Administrator) role: "… Yönetici rolünü taşıyan son etkin hesap. Rolü kaldırmadan önce başka bir kullanıcıya Yönetici rolü verin." (… is the last active account holding the Administrator role. Give another user the Administrator role before removing the role.)
  • If you change your own roles, your menu is refreshed immediately after saving.
  • If saving is only partially completed (e.g. the roles were saved but the unit could not be saved), a message remains in the window and the list is refreshed; save the missing part again.